WIM
X

WealthPlan Investment Management’s US Steel X Stock Holding History

WealthPlan Investment Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-30
Closed -$750 – 364
2023
Q2 		$750 Hold
30
– – ﹤0.01% 339
2023
Q1 		$783 Buy
+30
New +$834 ﹤0.01% 415

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthPlan Investment Management's X Position: Q3 2023 in Review

WealthPlan Investment Management sold out of US Steel (X) in Q3 2023, closing a stake of 30 shares — an estimated $750 sold.

WealthPlan Investment Management first reported a position in X in Q1 2023 and held it in 2 quarters. The position peaked at $783 in Q1 2023. 459 funds tracked by Wall St. Rank hold X as of Q3 2023.

  • WealthPlan Investment Management reported no remaining US Steel position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 30 US Steel shares in Q3 2023, an estimated $750.
  • WealthPlan Investment Management first reported a position in US Steel in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's US Steel position peaked at $783 in Q1 2023.
  • 459 funds tracked by Wall St. Rank held US Steel as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.